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Concord Wealth Partners’s Everest Group EG Stock Holding History

Concord Wealth Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-35
Closed -$10K – 423
2022
Q2 		$10K Buy
35
+3
+9% +$848 ﹤0.01% 685
2022
Q1 		$10K Buy
32
+10
+45% +$2.87K ﹤0.01% 776
2021
Q4 		$6K Buy
22
+16
+267% +$4.33K ﹤0.01% 902
2021
Q3 		$2K Buy
+6
New +$1.54K ﹤0.01% 745

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's EG Position: Q3 2022 in Review

Concord Wealth Partners sold out of Everest Group (EG) in Q3 2022, closing a stake of 35 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in EG in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 511 funds tracked by Wall St. Rank hold EG as of Q3 2022.

  • Concord Wealth Partners reported no remaining Everest Group position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 35 Everest Group shares in Q3 2022, an estimated $10K.
  • Concord Wealth Partners first reported a position in Everest Group in Q3 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Everest Group position peaked at $10K in Q2 2022.
  • 511 funds tracked by Wall St. Rank held Everest Group as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.